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Catch up on the key moments and presentations from FOCUS. Recorded on May 5, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Élargir les sources d'alpha grâce au Fonds Fidelity Occasions mondiales à positions longues/courtes Découvrez les moments forts et les présentations de FOCUS. Date : 5 mai 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.
As investors look to adapt portfolios to a more complex and uneven equity market, host John Bryson is joined by Josh to discuss how global long/short equity strategies can support portfolios in volatile times. Josh shares his perspective on why volatility and dispersion can create attractive opportunities for active investors, and how long/short strategies may help manage downside risk while seeking market like returns. The conversation explores the role of active security selection and its suitability to the current environment as investors adapt to shifting market conditions. Here are some highlights from the conversation: 1 What role can global long/short strategies play in a portfolio? Josh: We think about a global long/short strategy as a return driver. We're trying to generate market-like returns, or better. The benchmark is the MSCI World Index, and we're targeting returns of roughly 8%-12% over a full cycle. Over time, the strategy should generate returns but behave differently. And in years when the rest of a portfolio struggles, it should perform well. 2 Why does this strategy suit the current market environment? Josh: We're in a longer-term inflation cycle that began during the pandemic, driven by government deficits and spending. From 2023 through 2025, inflation was settling, and we focused more on taking long positions. Coming into this year, valuations became richer, and short opportunities increased. We're more aggressive on the short side now, particularly with emerging credit risks. On the long side, we like some tech companies tied to data center buildouts, memory companies, and metals and mining.
Send us Fan MailIn this Season 7 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested battle between four long/short ETFs. Who wins the battle?Program judges David Dierking, an independent ETF analyst, and Shana Sissel at Banríon Capital Management examine this ETF battle between CLSE, (Convergence), FTLS (First Trust), LBAY (Leatherback, and ORR (Militia). Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#longshort #stocks #ETFETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
If you've given birth, or you're entering menopause, or you simply have a vagina... chances are, at some point, you've had painful or uncomfortable sex. Today, Dr. Lauren Streicher, OBGYN and menopause expert, gives us the inside info on sex and perimenopause. … Disclaimer: Information presented by Dr. Streicher does not constitute medical advice or medical care. All medical concerns should be discussed with your healthcare professional. … Recommendations from the archive • Listen to the first episode in our perimenopause series: WFT Is Perimenopause?• For more about pelvic floor therapy, listen to Healing After Childbirth.… Episode resources • Check out Dr. Streicher's books Sex Rx and The Essential Guide to Hysterectomy.• You can also listen to her podcasts, Dr. Streicher's Inside Information: The Menopause Podcast and Come Again. There's a whole episode about Why Vibrators Work So Well on Come Again. Use code LONGSHORT for 30% off your subscription!• Watch Dr. Streicher's videos about how to get a hands-free view of your vulva and how to apply lube properly. … • Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! • Follow us on Instagram • Sign up for our newsletter, where we recommend other parenting + reproductive health media • Buy books by LST guests (your purchase supports the show!) • Website: longestshortesttime.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Discover a new way to think about global investing. Join Portfolio Managers Max Adelson and Nicolas Bellemare as they introduce Fidelity Global Opportunities Long/Short Fund — a strategy designed to go beyond traditional equity investing. This globally diversified core approach taps into Fidelity's powerful research network to uncover opportunities across regions, sectors and market caps. Recorded on February 3, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.
In this episode, I chat with Brent Sullivan about how some of the wealthiest clients are using this strategy to offset huge capital gains, manage risk, and keep more of what they earn. We walk through real stories (like how one client saved $370,000 in taxes last year) and dig into why this strategy isn't just about investments, it's about smart financial planning.-------✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com✅ My personal blog & newsletter: https://www.thomaskopelman.comDisclaimer: None of this should be seen as financial advice. It is just for informational purposes.
Im BX Morning Call ist dieses Mal ein Gast dabei: Simon Götschmann, Gründer und CEO von Arkudos. In dieser Episode geht es um aktive Schweizer Aktienstrategien und die Frage, weshalb viele Fonds ihre Benchmark langfristig nicht übertreffen, obwohl das Stockpicking oft plausibel klingt. Simon Götschmann erläutert, was den Schweizer Aktienmarkt besonders macht: die Indexstruktur mit Klumpenrisiken, die starke Sektorgewichtung (u.a. Pharma/Gesundheit) und die begrenzte Marktbreite. Zudem erklärt er, wie Arkudos Investmententscheidungen trifft, mit Fokus auf Cashflows, Bewertung und Bottom-up-Research und wo die strukturellen Grenzen grosser Fonds liegen (z.B. bei Small Caps und Liquidität). Ein Schwerpunkt liegt auf der 130/30-Long/Short-Strategie: Was bedeutet 130/30 in der Praxis, wozu kann eine Short-Komponente dienen und wie werden Short-Positionen umgesetzt (Securities Lending statt Derivate)? Auch typische Risiken und Verhaltensmuster aus der Verhaltensökonomie werden angesprochen, insbesondere der Umgang mit Narrativen und Bewertungsdisziplin. Themen dieser Folge: - Warum ein eigener Fonds und wie der Investmentprozess funktioniert? - Über- und Untergewichtung: Kriterien, Bewertung, Free Cashflow. - Risiken: Markt, Bewertung und Psychologie - Long/Short 130/30: Mechanik und praktische Umsetzung - Was macht den Schweizer Markt und die Indexstruktur speziell? - Kundengewinnung, Wachstum und Ausblick
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
Como funcionam as estratégias Long Only e Long & Short e em quais momentos cada uma se destaca? Este é o terceiro episódio da série Estratégias de Gestão em Bolsa, que explica as principais estratégias em renda variável. Desta vez, o foco está no Long Only e no Long & Short. Recebemos Bruno Savaris, gestor da família de fundos Itaú Hunter, e Rodrigo Araújo, Portfolio Specialist da Itaú Asset, para explicar as diferenças entre as duas estratégias, como se comportam em diferentes ciclos econômicos e quais as expectativas para 2026. Participantes: Bruno Savaris e Rodrigo AraújoSérie: Estratégias de Gestão em BolsaTema: Conheça as estratégias Long Only e Long & Short Saiba mais sobre o Itaú Hunter Total ReturnSaiba mais sobre o Itaú Hunter Long Only Siga o Mind Asset na sua plataforma favorita e acompanhe os próximos episódios. Antes de investir, verifique o seu perfil.00:00 Abertura1:07 Principais diferenças entre Fundos Long Only e Long & Short4:18 Como ter posições compradas e vendidas em ações6:57 A composição do Long & Short 8:53 Os melhores mercados e cenários para o Long & Short11:45 Long Only e os ciclos econômicos 14:05 A mudança no desempenho da bolsa de 2024 para 202516:40 Setores em destaque na bolsa21:40 Equilíbrio entre risco e retorno no Long & Short23:36 O que analisar além das métricas de preço28:16 Estratégias do Itaú Hunter Long Only e do Itaú Hunter Total Return30:38 Expectativas para a Renda Variável em 202633:26 Como investir nos diferentes ciclos de mercado
This week marks the five-year anniversary of Fidelity Long/Short Alternative Fund. Over that time, markets have thrown just about everything at investors: A global pandemic, and with it, its extreme volatility of 2020, the speculative surge of 2021, the rate-driven reset of 2022, political change here at home and in the U.S., and a fresh wave of momentum powered by A.I. enthusiasm. So let's rewind a bit, and look at how the fund has navigated those very different market environments. What has today's guest has learned along the way? And how has it helped frame his strategy to position for tomorrow? Joining this episode to unpack all this and more is Fidelity Long/Short Alternative Fund portfolio manager, David Way. Recorded on November 4, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strategies — impact your after-tax returns. Learn why mutual funds can surprise you with taxable distributions, how ETFs use in-kind redemptions to avoid them, what SMAs are and how they may help, and how modern innovations like long-short overlays unlock new levels of tax efficiency. Here's some of what we discuss in this episode:
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with James Hanbury, Fund Manager at Lancaster Investment Management, to discuss his long-short investment approach, UK and European equity opportunities, and risks in private credit markets.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV's register under number 307 (https://www.cnmv.es/portal/home.aspx). Hosted on Acast. See acast.com/privacy for more information.
Eight years after It's a Real Mother, our series on discrimination against working moms, Brigid Schulte returns to share how we've conquered the motherhood penalty! Just kidding, it's still alive and well. But there are some bright spots. We'll talk about the highs, the lows, and simple things we can do to improve working conditions for moms — and everyone! … It's a Real Mother Check out the full series. • Our first episode with Brigid is #142: It's a Real Mother, Part 2: Ideal Worker • Our second episode with Brigid is #213: It's a Real Mother, Part 5: Now What? … More on Brigid Schulte (using our affiliate book links supports the show!) • Brigid runs a nonpartisan think tank at New America called The Better Life Lab • Brigid's first book: Overwhelmed: How to Work, Love, and Play When No One Has the Time • Brigid's latest book: Over Work: Transforming the Daily Grind in the Quest for a Better Life … Sponsors (using our links supports the show!) • Caraway: 10% off your next purchase at carawayhome.com/LONGSHORT or use code LONGSHORT at checkout … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Brian Crano and David Joseph Craig knew starting a family would be hard — but they didn't expect the twists and scares that inspired them to write a movie. In this episode, they share the true, messy tale behind I Don't Understand You, their horror-romcom starring Nick Kroll and Andrew Rannells. … Recommendations from the archive #95 The True History of a Child Chef & His Mom … Sponsors (using our links supports the show!) Caraway: carawayhome.com/LONGSHORT or code LONGSHORT at checkout for free shipping, a 30-day trial, and 10% off … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Barber's Brief, Vassilis Douros is riding solo discussing various marketing trends and insights, including the economic implications of the Calgary Stampede, shifts in Google Ads following AI integration, the impact of viral content on brand growth, MasterCard's pivot to experiential marketing, effective retargeting strategies, and Stella Artois' creative campaign for Wimbledon. Each topic highlights the evolving landscape of marketing and the importance of adapting strategies to meet consumer needs and behaviors.Follow our updates here: https://www.linkedin.com/company/sleeping-barber/https://www.sleepingbarber.caGet in touch with our hosts:Marc Binkley: https://www.linkedin.com/in/marcbinkley/Vassilis Douros: https://www.linkedin.com/in/vassilisdouros/TakeawaysThe Calgary Stampede serves as an unofficial economic indicator.Attendance at the Stampede is on pace to break records.Google Ads are seeing a decline in click-through rates post-AI integration.Longer queries are becoming more common in search behavior.Viral content does not always correlate with brand growth.Experiential marketing is becoming more important than traditional ads.Generic ads can outperform personalized retargeting ads in certain contexts.Timing is crucial for effective retargeting strategies.Stella Artois' Wimbledon campaign creatively aligns with cultural events.Emotional connections in marketing are essential for brand differentiation.Chapters00:00 - Introduction00:57 - Calgary Stampede: Economic Indicator03:14 - Shifts in Google Ads Post-AI06:33 - The Long and Short of Advertising07:58 - MasterCard's Experiential Marketing Shift11:10 - Retargeting: When Does It Work?17:36 - Stella Artois: Wimbledon Campaign HighlightsLinks:Calgary Stampede: What the 'Greatest Outdoor Show on Earth' says about the economy - https://www.cbc.ca/news/canada/calgary/bakx-calgary-stampede-2025-1.7577533Google Ads data shows query length shift post-AI Mode - https://searchengineland.com/google-ads-data-shows-query-length-shift-post-ai-mode-458162Post from Andrew Tindal about the Long & Short (form) of it - https://www.linkedin.com/posts/andrew-tindall_advertising-marketing-activity-7346158065483718657-bp2yAdvertising is not working the way it used to': Why Mastercard has pivoted to an experiential future - https://www.marketingweek.com/advertising-not-working-mastercard-experiential/Marketing Moment:When does Retargeting Work?https://ide.mit.edu/wp-content/uploads/2016/04/2011.12_Lambrecht_Tucker_When-Does-Retargeting-Work_311.pdf?x88505Dressed in White for Wimbledon - https://www.famouscampaigns.com/2025/07/stella-artois-serves-up-limited-edition-white-can-for-wimbledonFrom Performance Marketing To Experience Marketinghttps://www.linkedin.com/pulse/from-performance-marketing-experience-engineering-consumer-douros-hasdc
In this episode, Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.
Volatility and uncertainty are rewriting the rules of investing, challenging investors to think differently about managing risks and seizing opportunities. With heightened risks from rapidly evolving policies and concentrated market sectors, how can long/short strategies empower investors to navigate these dynamics? And what role does active management play in capturing opportunities and mitigating risks? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Marc Regenbaum, Managing Director and Portfolio Manager for the Neuberger Berman Long/Short Fund, to discuss how long/short strategies can be used as powerful tools for diversification and risk management. Together, they explore the importance of aligning strategies with long-term goals, offering insights on thriving in unpredictable times. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC. © 2025 Neuberger Berman Group LLC. All rights reserved.
U.S. treasury yields are on the rise. Members of the House have approved a new bill with a staggering $4 trillion dollar price tag, pushing yields to levels not seen since 2023. With current yields suggesting caution while equity markets remain buoyant, our next guest says this disconnect could challenge the traditional 60/40 portfolio. Could this be a tailwind for long/short strategies. Joining host Pamela Ritchie to unpack the portfolio benefits of liquid alternatives and provide you with an update on Fidelity Long/Short Alternative Fund is portfolio manager, David Way. Recorded on May 22, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.
In this episode, Wade and Alex explore the world of hedge funds—what they are, how they're structured, and how they've evolved from simple hedging tools into complex investment vehicles. They break down common fee models, challenges in measuring performance, and the impact of data biases. The conversation also covers key hedge fund strategies—including long-short, market neutral, arbitrage, and quantitative approaches—highlighting their mechanics, risk profiles, and what they mean for investors, particularly those nearing retirement. Listen now to learn more! Takeaways Hedge funds are actively managed investment vehicles with fewer regulatory constraints. They aim for absolute returns, regardless of market direction. The traditional fee model is “2 and 20”—2% management fee and 20% of profits. Fees are declining due to growing competition and investor scrutiny. Performance is difficult to assess due to survivorship bias and data limitations. Investors should be cautious of marketing claims and understand the fund's true strategy. Long-short strategies bet on both rising and falling stocks. Market neutral strategies attempt to remove market exposure to focus on relative performance. Arbitrage seeks to profit from temporary price inefficiencies. Quantitative strategies rely on data-driven models to guide trades. Risk premium harvesting involves tilting toward factors like value or momentum. Short selling helps with price discovery but carries risk due to unlimited loss potential. Understanding alpha (excess return) and beta (market exposure) is key to evaluating hedge fund performance. Technology is central to many modern trading strategies. Informed investors are better positioned to navigate complex alternatives like hedge funds. Chapters 00:00 Introduction to Hedge Funds 02:12 Understanding Hedge Funds 05:30 Fee Structures and Costs 10:00 Performance and Survivorship Bias 16:08 Hedge Fund Strategies Overview 22:43 Long-Short and Market Neutral Strategies 23:40 Understanding Long-Short Strategies 30:10 Exploring Market Neutral Strategies 38:11 Diving into Arbitrage and Quantitative Strategies Links Join Us Live on YouTube – June 2nd at 2PM ET! Want to go beyond the podcast and be part of the conversation in real time? Wade and Alex will be hosting a special Retire With Style YouTube Live session, where you can ask your retirement questions and get answers on the spot. Head over to our YouTube channel now, hit Subscribe, and click the bell to get notified when we go live. We'll see you there! https://www.youtube.com/@retirewithstylepodcast The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”
On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Dave Way takes the stage at VISION+ to share his investment philosophy and his current market outlook. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.
Throughout the '50s and '60s songs were short, got longer in the '70s and 80s, then shorter in the streaming era. But does a short song mean you get short changed?
Ali Yarrow thought her childbirth experience would be hers to guide. Instead, she found it was guided by the American obstetrics system — a model that was designed by men. Ali documented what she uncovered in her eye-opening book, Birth Control, and joins us to share what she learned about maternal care in the U.S., how we got here, and how to advocate for ourselves in a system stacked against both patients and providers. *When you use our affilate links to purchase books, we earn a commission, which helps support our work! … Recommendations from the archive • #27 Rewriting Your Birth Story • #28 The Missing Chapter to Ina May's Guide • #218 Ina May's Guide, Completely Revised and Updated … Doula Resources Doulas often lead to better birth outcomes. Find one in your area through DONA International. Doula Training If you're a birth partner, you can train to be a doula yourself! • DONA birth doula certification training • CAPPA birth doula certification training • MaternityWise Institute birth doula certification training Low-Cost/No-Cost Doula Services Many cities have low/no-cost doula programs for low-income individuals. Contact local birthing centers, hospitals, and state health departments for more info. Below are some examples. • NYC's Citywide Doula Initiative • HealthConnect One community based doula services • Community Doula Network (DC Area) • Happy Mama Healthy Baby Alliance (LA Area) … Sponsors (using our links supports the show!) • Blissy: 60 nights risk-free plus 30% off at blissy.com/LONGSHORTPOD with code LONGSHORTPOD • Alloy: $20 off your first order at myalloy.com/LONGSHORT with code LONGSHORT … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pip erklärt seine Long-Short Strategie und wie der Anleihenmarkt funktioniert. Es kommt eine neue Vision Pro und Katy Perry war (kurz) im Weltall. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Long-Short Strategie (00:01:40) Anleihen (00:16:25) ChatGPT (00:24:35) Apple Vision Pro 2 (00:28:10) Amazon (00:33:45) Palantir (00:38:00) Nvidia (00:44:33) DOGE (00:54:25) Meta (01:04:05) AI Lieferkettenrisiko (01:08:00) Trump ist nachtragend (01:13:20) Astronautinnen Shownotes Apple bereitet ein Paar Headsets vor und blickt dennoch auf Brillen voraus Bloomberg ChatGPT erreicht 1 Milliarde Nutzer? In nur wenigen Wochen verdoppelt“, sagt der CEO von OpenAI Forbes Carneys Schachmatt: Wie Kanadas stilles Anleihenspiel Trump zum Verzicht auf Zölle zwang Dean Blundell Amazon testet angeblich den Einsatz von Zustellern für die Notfallhilfe PYMNTS Cybersecurity-Industrie verstummt, als Trump den Zorn auf SentinelOne richtet Reuters ByteDance entwickelt AI Smart Glasses The Information Meta holt ehemaligen Trump-Berater und Stripe-CEO in den Vorstand The Information Mark Zuckerberg, der Kronzeuge, steht wieder auf dem heißen Stuhl New York Times KI-halluzinierte Code-Abhängigkeiten werden zum neuen Lieferkettenrisiko Bleeping Computer Nato erwirbt KI-Militärsystem von Palantir Financial Times Carole Cadwalladr: This is what a digital coup looks like TED Christopfer Krebs Press Release Trump's attacks on law firms are an attack on law itself The Guardian Bipartisan Deficit Tracker
A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and less volatility in their portfolios.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
When we last heard from CJ, they were struggling to figure out how to achieve their lifelong dream of becoming a dad. CJ now has a kid, but getting there was a total rollercoaster — including sperm mishaps, blatant discrimination, and an underground group of queer midwives in Athens. Buckle up, because this ride is a wild one! Note: this episode contains mature content, so probably not one to listen to with the kids. … CJ's first episode #170 Becoming a Single Dad While Trans … Resources for trans pregnancy + parenthood • Trans Fertility Co. • Fenway Health • Family Equality • UCSF Transgender Care … Sponsors (using our links supports the show!) • Betterhelp: betterhelp.com/longshort for 10% off your first month • Acorns Early: first month free with acornsearly.com/longshort • Hungryroot: hungryroot.com/longshort with code LONGSHORT for 40% off your first box and a free item of your choice for life … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Sex ed in schools isn't cutting it, and studies show that kids are turning to porn for answers. In this episode, Traci Thomas of The Stacks podcast joins us to suggest books that help tweens and teens navigate the complicated world of sex and relationships. We'll cover fiction and nonfiction — plus a few picks to help spice up the sex lives of parents! … Recent episodes about sex ed • #220 The Staircase • #221 How to Now (Accidentally) Raise a Rapist … Episode resources • More about Traci • Full list of books mentioned in this episode … Episode sponsors (using our links supports the show!) • Alloy: $20 off your 1st order at alloy.com/LONGEST • Hungryroot: 40% off 1st box + free item in every box for life at hungryroot.com/LONGSHORT with code LONGSHORT • Quince: free shipping + 365-day returns at quince.com/LONGSHORT … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Last time we heard from Andrea Silenzi, she was navigating the wild world of sperm shopping as a single woman in her mid-30s who wanted to become a mom. Five years later, Andrea's back with an exciting update. Hint: she's no longer single and no longer shopping. … Hear “The Single Lady's Guide to Sperm Shopping” • #208 Sperm Series: I Download an App • #209 Sperm Series: I Visit a Sperm Bank • #210 Sperm Series: I Ask a Friend Hear the episode about Andrea's doctor • #183 Postpartum House Arrest … Sponsors (using our links supports the show!) • Alloy: $20 off your 1st order at alloy.com/LONGEST • Hungryroot: 40% off 1st box + free item in every box for life at hungryroot.com/LONGSHORT with code LONGSHORT • Quince: free shipping + 365-day returns at quince.com/LONGSHORT … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal.Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro.Seleção das partes mais interessantes das Lives de segunda.Live 306 - Visão do Estrategistahttps://youtube.com/live/3zEhf8lIt7E
Send us a textIn this episode of The Wall Street Skinny, hosts Jen and Kristen sit down with the extraordinary Avery Sheffield, co-founder, Chief Investment Officer, and Senior Portfolio Manager at VantageRock, the long-short equity strategy within Rockefeller Asset Management. In this conversation, Avery distills complex financial strategies and concepts, such as information asymmetry, formulating investment theses, and balancing long and short positions in equity markets. She shares invaluable insights into the intersection of macroeconomic trends and equity valuation.Avery's discussion dives deep into the core mechanics of managing an equity portfolio, including the pivotal role of catalysts in shifting market sentiment and valuation. Her expertise in identifying opportunities amid information overload—what she describes as “seeking asymmetry”—provides a fascinating look into how successful investment strategies are built. Avery also explains how behavioral psychology concepts, like anchoring and herding, influence market dynamics, and how she integrates them into her decision-making process. Her illustrative examples of recent market movements, such as the structural changes in the airline industry, offer listeners actionable takeaways and a clearer understanding of practical investment strategies.What sets Avery apart is not just her professional prowess but her ability to manage a high-pressure career alongside raising four young children. As a mother and a leader, she shares her approach to work-life balance, highlighting the power of careful planning, teamwork, and leveraging support systems. Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...
We're back with another silly season MBM, focusing on something random within the game of golf due to the lack of interesting golf to talk about this time of year. Today's topic is golf apparel. More specifically, golf apparel brands and which ones we are long on, short on, and holding. As the game has grown, so has the offering on the apparel front and it feels like there are more options and decisions to be made than ever around what to wear. Which ones do we recommend or not? Tune in to find out! Hope you all enjoy this conversation. Thanks for the support as always! Cheers, - The Tie Guys Chapters: 00:00 Introduction and Aesthetic Setup 08:24 Food Adventures: Paella and Spicy Thai 16:14 Reading Recommendations and Sports Profiles 23:57 Critique of Sunday Red 29:48 Under Armour's Struggles in Golf 36:09 The Legacy of Peter Millar Website: https://www.thetiepodcast.com Instagram: https://www.instagram.com/thetiepodcast/?hl=en Twitter: https://mobile.twitter.com/thetiepodcast GoodWalk Coffee: https://goodwalkcoffee.com CODE: thetie for 20% off BDraddy: bdraddy.com CODE: thetie25 for 25% off Keywords: golf, apparel, drinking, dining, food, sports, Army-Navy game, Manners Golf, holiday season, golf fashion, clothing brands, Holderness and Bourne, Sunday Red, Under Armour, B. Dratty, Peter Millar, golf apparel, brand critique, golf style
December 5th, 2024 - With guest host Mike Koeniger, we welcome back Brent Haynes to talk about the infamous Southern Poverty Law Center. Then we're joined again by the inimitable Fr. Charles Murr. Includes the full Aftershow conversation. TheStationOfTheCross.com/ACT
Remember in 2022 when both stocks and bonds fell in lockstep? Did you think diversification failed? Want to build a more diversified, resilient portfolio to better grow and protect your hard-earned dollars? Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds. Here's some of what we discuss in this episode: How this strategy helps with asset allocation and tax efficiency. The strategy involves long and short positions in a basket of stocks. Who are the clients that would benefit the most from this? Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth
Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. In part 1 of this series, Kevin Kroskey, CFP®, MBA explored why adding the TALS strategy may yield significant investing and tax benefits. He described how TALS can help you defer, avoid, and potentially eliminate your capital gains. For the most successful investors that meet the definition of an SEC Qualified Purchaser, generally one with $5m+ of investments, there is another leg to the TALS strategy that can help you solve your ordinary income tax problems too. Whether derived through your business or from non-business income such as wages, interest, non-qualified dividends be sure to tune in and listen closely. Here's some of what we discuss in this episode: Why should you care about this investing strategy? The tax benefits to TALS and the keys to smart trading and executing. Applications of how realizing capital losses can be beneficial. The TALS separately managed account and limited partnerships strategy. Learn more about tax strategies and tax-aware investing here: https://www.truewealthdesign.com/part-2-the-long-and-short-on-tax-aware-long-short-tals-investing/ Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth
For successful investors and high-income earners, this is an episode not to miss... Sure, you can own an S&P 500 ETF or mutual fund. You could also own the 500 stocks individually, a strategy nowadays called direct indexing. Direct indexing aims to capitalize on individual stock volatility and add tax benefits by harvesting losses. Or you may choose to go a step farther up the complexity ladder to own the 500 stocks individually with a tax-aware, long-short overlay. Let's call that TALS for short. Here you expect to obtain the return of the S&P 500, add an extra return from the overlay, increase diversification, and provide significantly more tax benefits than direct indexing. It's a mouthful, but it sure sounds good! Have a sizable brokerage account? Have unrealized capital gains? Be sure to listen to Kevin Kroskey, CFP®, MBA explore why adding the TALS strategy can help solve these good problems to have. Here's some of what we discuss in this episode: The Q4 focus for our clients and an office update. These strategies are bit more complex so they broadly apply more for successful investors. The risks associated with TALS. The 3 key building blocks for this strategy. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth Tax-Loss Harvesting: Wall Street's New Strategy Cuts Rich Americans' Bills – Bloomberg - https://www.bloomberg.com/news/features/2024-10-24/tax-loss-harvesting-wall-street-s-new-strategy-cuts-rich-americans-bills Watch Wall Street Finds Another Workaround With Taxes, Losses – Bloomberg - https://www.bloomberg.com/news/videos/2024-10-25/wall-street-finds-another-workaround-with-taxes-losses-video
Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky's path to launching Eminence in his twenties and the evolution of long-short investing in the decades since. We dive into Eminence's culture, adaptation in the investment process, and creation of investment products to meet the needs of allocators, each of which has been an essential part of the firm's ability to survive and thrive amid changing market dynamics. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
K*News for Kids 文字檔 (國小) ________________________________ In June, two astronauts were excited. They were flying a spaceship to the ISS. That's the International Space Station. 六月時，兩個很興奮的太空人，駕著太空船飛到了 ISS，也就是國際太空站。 Astronauts try new things in space there! These things help us learn more about space. 太空人要嘗試很多新事物，幫助我們更了解太空。 The ISS is also a big space home. Some astronauts live there for six months. Some visit for a short time. The two astronauts were going to visit for eight days. 國際太空站是個大型的太空之家，兩個太空人原本要住在那裡八天。 But their spaceship had some problems. It has small engines. They help the spaceship fly. But some small engines didn't work well. Scientists on Earth didn't know why. But the two astronauts got to the ISS safely. 他們順利到了國際太空站，但是太空船的引擎出了問題! 科學家們都找不出原因。 The engines were not easy to fix. So the astronauts didn't fly home after eight days. They didn't fly home after eight weeks! 引擎很難修理，所以他們在太空站待了 8 個星期都還沒回家! Then the engines were fixed. But was the spaceship safe for the astronauts? The scientists didn't know. 引擎最後修好了，但科學家不確定太空船安不安全。 So the astronauts will use another spaceship. And they will fly home… next year, in February! 所以這兩位太空人會使用另一艘太空船˙，不過要等到明年 2 月才能回到家 ! The astronauts' eight-day trip will be an eight-month trip! Everyone will be very happy when they come home! ---------------------------------------------------------------------------------------------------------------- Vocabulary 原本要在國際太空站待八天的兩名太空人，結果必須待上八個月。 1) spaceship 太空船。 The spaceship that took two astronauts up there in June 六月時把兩個太空人送上去的太空船…. Yeah, I remember. 對，我記得。 …has come back without them.回來了，沒有帶他們。 2) safely 安全地。 It's back on Earth.它回到了地球。 That's right. NASA didn't believe it could come back safely. 對，太空總署不相信它可以安全回來。 3) month 月份。 What about the two astronauts? 那兩個太空人呢? Oh, they'll just be up there,他們就會待在上面， watching the moon and stars for months.欣賞月球跟星星好幾個月。 4) fly 飛行。 Too bad they can't just fly back. 真糟糕，不能直接飛回來。 Do you want to fly to space? 來一起讀單字。 spaceship太空船 safely安全地 month月份 fly飛行 ---------------------------------------------------------------------------------------------------------------- Quiz 1. What does "ISS" mean? a. In Space Station b. International Space Station c. Internet Spaceship Station 2. In June, how long were the astronauts going to visit the ISS? a. Eight days b. Eight weeks c. Six months 3. What did not work well on the spaceship? a. Scientists b. Astronauts c. Small engines Answers 1. b 2. a 3. c -- Hosting provided by SoundOn
Imagine, you're a woman – one of very few women even in hedge funds. And you've got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That's what. Today's guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That's why I can't wait for you to hear from her as we discuss: Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry The breaking point that led her to step away from her dream job and finance altogether How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFGMore about Shannon:Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA.Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe Resources mentioned in this episode:Books: The Hard Thing About Hard Things, Ben Horowitz | Powerful, Patti McCord | Atomic Habits, James Clear | The Power of Now, Eckhart TolleSong: Coolio — Fantastic Voyage - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
TIME STAMPS: 00:42 Dr. Abs is from HARLEY STREET, LONDON. Cosmetic & Longevity Medicine Clinical Trainer, Lecturer, Speaker, & Author IG is @ doctor.abs YOUTUBE channel is Dr. Abs 02:42 “If you hate what you're doing, you'll never be any good!” How to make your nutrition journey fun and exciting. 06:32 Phill (N Hamton, UK) questions around troubleshooting SKIN DRYNESS and rashes that won't go away even after going Carnivore; dietary and topical recommendations. 11:01 Review of Fierce Nature Tallow Balm (UK) - loaded with vitamins A, D & K! and how to troubleshoot skin dryness. US listeners check out PURELY TALLOW ANIMAL BASED SKINCARE: Save 10% with code COLT10! 12:20 SQUALENE OIL for preventing water from evaporating from your skin and alleviate symptoms of ECZEMA & other skin conditions. 16:27 Justin Weisner - BOXER from New York City: EXOGENOUS KETONES vs WHITE RICE (30g) pre workout? 17:27 Why “the ideal pre workout doesn't exist” if you're following a species-appropriate diet! 23:32 How to use KETO MOJO, BIOSENSE and other ketone testing devices. 32:02 Can you LOWER YOUR BODY'S NATURAL preferred body fat percentage by making dietary lifestyle changes? 35:02 How to determine whether TRACKING MACROS or INTUITIVE EATING is a more effective strategy for you to lose weight. 40:04 Davina, from Ireland - what a BEGINNER HOME WORKOUT SPLIT should look like once you've established foundational lifestyle habits and have established a healthy routine around how to eat. 44:23 Dietary changes to consider when beginning a strength training program. 51:00 Burning fat POST C SECTION. 54:03 Ashley Dunbar - are thoughts on RAW DAIRY vs PROCESSED DAIRY and prioritizing LCFA's in the evening and STFA's earlier in the day since she's eating 2MAD + coffee/cream? 58:43 RAW LIVER = NATURE'S MULTIVITAMIN! Is it okay to eat it every day and should anyone be worried about overdosing vitamin A? 01:04:02 Taylor Shuey (IG: tshuey) - “What happens when you combine eating LONG SHORT and MEDIUM fatty acids at the same time?” 01:07:17 THIS WEEK'S LISTENER INSPIRING SUCCESS STORY - Rusty Lamb - New York City IG: rustybbqlamb 01:11:18 Calling out yet another BAD ONLINE COACH teaching to avoid eating red meat. 01:13:32 Danielle Fischer - WNBF pro - peaking using Richard Smith's “triple refeed” as I call it: 01:20:11 Refeeding & filling out on LONG CHAIN FATTY ACIDS; the difference between LONG, MEDIUM, SHORT fatty acids and EXOGENOUS KETONES in terms of fat for fuel. 01:22:39 A thorough review and analysis of TRANS ALANYL GLUTAMINE by Metabolic Nutrition. 01:27:22 DIPEPTIDES and the purpose of bonding ALANINE to GLUTAMINE to enhance absorption and bioavailability. 01:29:32 GLUTAMINE and its power in combating TRAUMA and improving muscle recovery! 01:33:02 Thorough review & analysis of CREATINE GLYCEROL PHOSPHATE by Metabolic Nutrition, and how it's different from CREATINE HYDROCHLORIDE and CREATINE MONOHYDRATE; experiences and discussion around water retention as it pertains to MUSCLE CELLS and your SUBCUTANEOUS LAYER for optimal aesthetics and performance. 01:43:54 Thoughts on sipping on bone broth vs. aminos throughout the day to maximize recovery and intermittent fasting?! 01:46:35 Natural ways to improve the health and aesthetics of your TEETH through your diet and lifestyle. 01:54:42 Inspiring advice for YOUTUBE CONTENT CREATORS! 01:59:21 Where to follow Dr. Abs and all of his content, especially his NEW PODCAST!
In September, this Arctic Tern flies from Alaska all the way to Antarctica. Rufous Hummingbirds follow pathways of mountain wildflowers, from as far north as Alaska south to Mexico. Ruby-crowned Kinglets, migrate altitudinally from the mountains to the lowlands. Each of these birds migrates, but on a very different course. All make the most of food and breeding opportunities that change with the seasons.More info and transcript at BirdNote.org. Want more BirdNote? Subscribe to our weekly newsletter. Sign up for BirdNote+ to get ad-free listening and other perks. BirdNote is a nonprofit. Your tax-deductible gift makes these shows possible.
We had the incredible opportunity to sit down with Kat Sosnick, a woman whose impressive career spans three decades running portfolios of up to a billion dollars at some of the world's most legendary Equity Long/Short Hedge Funds, including Tiger Management, Pequot, and Perry Capital. Kat is a specialist in the consumer retail space, and shares stories with us of how she applied her passion for investigative journalism to doing “grassroots” analysis at the core of her investment theses. Kat gave us the scoop on how she decided to invest in winners like Costco and Amazon, how she earned the nickname "The Grim Reaper" for her fearless shorts of other companies, how she beat stage four cancer and navigated motherhood in one of the most secretive and notoriously male dominated segments of high finance, and how she combats imposter syndrome in her current coaching business. She tells us how she had to stop watching "Billions" because it hit too close to home!Whether you are considering a career as an investor or simply want the inside scoop on some of the most prominent hedge funds of all time, you'll want to listen to Kat's invaluable advice gleaned from decades of personal experience.Follow Kat on LinkedIn at https://www.linkedin.com/in/katsosnick?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appand check out Greene Street Coaching here:https://greenestreetcoaching.com/ Book a free consultation at https://www.thisfirst.com, and use the code "WSS10" for a 10% discount on your prenup! Get a free trail of Macabacus here using this link! https://macabacus.comFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.
Today we dive into Equity Long Short Hedge Funds with David Semenza of Islander Capital Partners. We get into what an equity long short hedge fund is, how it differs from other types of hedge funds, how leverage factors in, what makes a good public equity investor, how it differs from private equity and so much more. Book a free consultation at https://www.thisfirst.com, and use the code "WSS10" for a 10% discount on your prenup! Download Macabacus today here: https://macabacus.com/Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.
Portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how European markets are evolving and how long/short investors can potentially make the most of the changes.2:15 – Long/short investing amid Europe's structural shifts5:00 – Bubble or durable regime change?7:30 – Energy transition10:00 – Defense sector deep dive15:45 – Bottom-up stock picking18:30 – Evaluating emerging technologies20:30 – Investing with an engineering mindset
The story of a dictator who sought to hold power by allying himself psychically with a powerful beast. The Beast-Helper by Frank Belknap Long, that's next on The Lost Sci-Fi Podcast.Let's turn back the clock almost 90 years to August 1934 and open Weird Tales Magazine to page 204, The Beast-Helper by Frank Belknap Long…Next on The Lost Sci-Fi Podcast, The Beast of Boredom wasn't a weapon or a bribe, as he thought. But it was the most ingenious trap of all time! The Beast of Boredom by Richard R. Smith.☕ Buy Me a Coffee https://www.buymeacoffee.com/scottsV===========================
When the energy of Earth's experimental station in space runs amuck, scientist Roger Sheldon puts up a big battle! Atomic Station by Frank Belknap Long, that's next on The Lost Sci-Fi Podcast.This is the second appearance on the podcast for Frank Belknap Long. You may remember the Time Travel story The Man From Time. Today's titillating tale is from the Winter 1946 issue of Thrilling Wonder Stories magazine. Turn to page 83, Atomic Station by Frank Belknap Long…Next on The Lost Sci-Fi Podcast, When Dave Carter tried to rescue the Denebians he found himself in a den of thieves. And he had cause to remember Shakespeare's observation: "He who steals my purse steals trash.” The Mystery of Deneb IV by Robert Silverberg.☕ Buy Me a Coffee https://www.buymeacoffee.com/scottsV===========================
In this episode of HedgeD, we replay the April 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Mark and Cory provide an update to previous podcasts where they discussed why they think higher interest rates should benefit long/short equity strategies. They are already starting to see some encouraging signs of this dynamic showing up in the performance data for the asset class so far in 2024. We hope you enjoy their insights into the topic. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone in 2006 with seed capital from, well me at Protégé Partners, and six years later bought back the stake when still managing less than $100 million. In the dozen years since Gladstone has won awards for European Hedge Fund of the Year and the top performing five-year fund for three years in a row. Long before that, George became an International Chess Master and took third in the 1992 World Under-20 Chess Championships. We discuss George's path from chess to investing, alongside his college friend Roelof Botha of Sequoia, the challenges of the fundamental long-short equity model, the culture required to make it work, and how he does at Gladstone. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
On today's show, we are joined by Sal Gilbertie, CEO of Teucrium to give us an update on Oil & Gas, how supply chains are looking in 2023, Teucriums latest Long/Short fund, potential issues with China, and much more! Find complete shownotes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.)
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